FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.5M
3
+$14.8M
4
VER
VEREIT, Inc.
VER
+$13.7M
5
BN icon
Brookfield
BN
+$13.2M

Top Sells

1
+$22.1M
2
+$20.2M
3
+$19.1M
4
AGN
Allergan plc
AGN
+$18.8M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.4M

Sector Composition

1 Communication Services 14.36%
2 Technology 11.66%
3 Consumer Staples 11.35%
4 Financials 11.17%
5 Real Estate 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$439K 0.02%
5,963
-77
227
$437K 0.02%
12,017
228
$434K 0.02%
7,146
229
$430K 0.02%
10,524
-2,968
230
$416K 0.02%
5,593
-1,286
231
$406K 0.02%
4,232
+52
232
$401K 0.02%
+12,500
233
$397K 0.02%
3,809
-3,185
234
$393K 0.02%
10,678
+20
235
$389K 0.02%
26,836
-7,418
236
$376K 0.02%
2,484
-1,663
237
$364K 0.02%
14,507
+4,996
238
$363K 0.02%
6,061
-3,687
239
$363K 0.02%
+11,347
240
$361K 0.02%
+2,061
241
$358K 0.02%
27,462
-1,601
242
$355K 0.02%
2,607
243
$355K 0.02%
30,346
244
$355K 0.02%
16,175
245
$353K 0.02%
5,233
-874
246
$353K 0.02%
53,947
247
$351K 0.02%
2,994
+57
248
$346K 0.02%
+3,280
249
$346K 0.02%
5,417
+378
250
$342K 0.02%
5,699
8 9
10
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